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Serve as a trusted private bank advisor coordinating specialists to deliver wealth planning, investments, private banking, risk management and trust services. Build client relationships and pipelines, execute consultative sales, manage client onboarding and reviews, ensure service standards and CRM documentation, coordinate with third-party advisors, and meet profitability and regulatory requirements.

Support Relationship Managers with sales and servicing activities by performing financial and risk analysis, preparing client presentations and pricing models, collecting KYC, prospecting and qualifying leads, and assisting in advancing proposals through the sales cycle while completing a structured learning and development program.

Lead and execute market-specific sales strategy for Consumer Indirect Lending. Manage and coach 8–12 Dealer Development Representatives to achieve volume, GAP, fee-based, and cross-sell goals. Build dealer relationships, resolve escalations, recommend pricing/program changes, recruit and retain talent, coordinate with HR, Credit, Legal and Marketing, and manage the sales budget and performance reporting.

Directs workflow and monitors productivity in Lockbox operations. Assists across departmental functions, resolves escalated operational/customer issues, trains new hires, promotes cross-training, implements process improvements, and performs lockbox tasks (capture repair, research items, log overnight/international items, credit card batching, monitor transmissions).

Manage a portfolio of complex stressed banking relationships: perform credit analysis, underwrite renewals/forbearance, prepare approval memos, monitor payments/collateral/covenants, assist Workout Officers, mentor junior analysts, and ensure regulatory and documentation completeness.

Sell securities and investment products, achieve fee-income goals, coach and train licensed retail bankers, conduct client meetings and joint appointments, manage sales planning and reporting, develop client relationships, and deliver seminars for business development.

Serve as trusted advisor coordinating specialists to deliver private banking, wealth planning, investment, risk management, and trust services. Prospect and grow client relationships, execute Life360 discovery, manage client reviews and onboarding, ensure service standards, maintain CRM records, meet revenue objectives, and comply with licensing and regulatory requirements.

Manage and grow a portfolio of mid-market commercial clients ($50M–$500M sales) through business development, relationship advisory with C-suite, cross‑selling treasury, lending and capital markets, credit analysis, and coordination with internal partners. Participate in community activities and ensure portfolio risk management.

Analyze fraud alerts, decision fraud cases, communicate with customers and internal partners, open and escalate fraud cases, support collections and compliance, and help develop fraud policies and procedures while meeting performance and quality standards.

The Associate Relationship Manager assists Relationship Managers with sales and servicing efforts, financial analysis, and business development tasks, while engaging clients and identifying new business opportunities.